Step 2: Admin & Vehicle Info

The information entered in the previous step now appears in the Claim Information section of the worksheet and also in the navigation pane to the left. The breadcrumb trail indicates that you are now working on Step 2.

In this step, you will complete the Admin Information, Vehicle Data, Options and Equipment, After Market Parts, Refurbishments, Prior Damage, Vehicle Condition, Attachments, and Valuation Notes sections of the Specialty Valuation Request worksheet. As you follow the instructions, refer to the field descriptions below if you need more information.

How to

  1. In the Admin Information section of the form, do the following:
    1. Select the Coverage Type of Loss and Source.
    2. Enter the Policy Number, if available.  
    3. Select an Insurer or select N/A (not applicable).
    4. Select a Valuation Type. Then, enter the Deductible amount if known and whether or not the deductible is waived.
    5. Select the Type of Request, e.g., Standard, Settlement Only, Replacement, KBB.
    6. Enter the Loss Date, and the Reported Date, if available.
    7. If applicable, select Vehicle License Fee Report.
  2. Expand the Contact Info section. Then, select Owner,Insured or Claimant to identify the point of contact for the vehicle.
    1. Enter the First Name and Last Name of the owner.
    2. Complete as much of the remaining information in the section as possible.

  3. Expand the Inspection section.

    1. Enter the Inspector First Name and the Inspector Last Name.
    2. Complete as much of the remaining information in the section as possible.
  4. Under Vehicle Data, complete all of the required (*) fields and as many other fields as possible.
  5. Under Options and Equipment, select or enter the options and equipment that apply to the claim.
  6. Under After Market Parts, Refurbishments, Prior Damage, describe the parts, refurbishments, and prior damage (plus adjustment amounts) that apply to the claim. Pressing ENTER adds a new row after you have entered a description.
  7. Under Vehicle Condition, select and/or describe the conditions that apply to the claim. Enter any applicable comments.
  8. Under Settlement Adjustments, enter any applicable Adjustments, Post/Pre-Tax, and Adjustment Amount. Press the Enter or Tab key to add additional lines.
  9. Under Valuation Notes, enter any valuation notes that apply to the claim.
  10. Do one of the following:
    1. Click Save to save the valuation.
    2. Click Submit for Review to submit the valuation for review.
    3. Click Submit Request to submit the valuation request for processing.

Reference

ClosedAdmin Information Field Descriptions

General Information

Field Description

Coverage Type of Loss *

Select the type of loss (e.g., collision or fire) from the list.

Source

Select a source to indicate how a valuation submission is sent to Mitchell, e.g., Phone, Fax, Online. Additional charges apply for valuation requests by Phone or Fax.

Policy Number *

Enter the policy number.
Insurer * Select an insurer from the list or select N/A (not applicable).

Deductible *

Enter the deductible associated with the policy if known. Indicate the status of the deductible from the deductible options list.

Available Options

  • Not Waived (default)
  • Waived
  • Unknown
  • None

The Deductible field changes to include an options list that has the same choices as Mitchell Cloud Estimating and WorkCenter Review. This change affects both the online and offline products. Beyond improved consistency, this change allows this field to be populated for Mitchell Cloud Estimating data files in the offline product or from Review for the online product.

Loss Date *

Enter the date the loss occurred, or click the Calendar and select the date.

Format: mm/dd/yyyy

Settlement Offer Date

Enter the date the settlement offer was made, or click the Calendar and select the date.

Reported Date

Enter the date the loss was reported, or click the Calendar and select the date.

Format: mm/dd/yyyy

Type of Request

Select a request type (Standard or Settlement Only) from the option list.

There are some occasions where the features of the Settlement Summary are desired, but it is not necessary to request an actual valuation. Some examples of this are if only non-valuation reports are being run, such as Vehicle License Fee, or if the broader WorkCenter workflow is used without needing a valuation.

On the valuation request page (Admin Information), you can choose ‘Settlement Only’ as your Type of Request. When this option is chosen, unnecessary fields are minimized and non-valuation reports can be requested. The result is a Settlement Summary that has all the normal functionality, including tasks and settlement actions. The ‘Settlement Only’ option is supported for specialty and standard valuation requests.

*Indicates a required field.

Contact Information

Field Description

Insured

Select this option to mark the insured as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.

Claimant

Select this option to mark the claimant as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.
Owner Select this option to mark the Owner as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.

First Name*

Enter the first name of the vehicle owner.

Last Name*

Enter the last name of the vehicle owner.

Address Line 1

Enter the street address of the vehicle owner.

Address Line 2

Use this field if more room is needed to enter the full street address.

City

Enter the city where the vehicle owner resides.

State/Province

Select the state or province where the vehicle owner resides.

Zip/Postal Code

Enter the ZIP or postal code of the vehicle owner.

Work Phone

Enter the area code and telephone number of the vehicle owner's place of employment.

Format: (999) 999-9999, (999)999-9999, 999-999-9999 or 99999999999

ext

If applicable, enter the extension.

Home Phone

Enter the area code and telephone number of the vehicle owner's home.

Format: (same as Work Phone)

Alternate Phone

If applicable, enter the area code and telephone number of the vehicle owner's alternate phone.

Format: (same as Work Phone)

ext

If applicable, enter the extension.

E-mail

Enter the e-mail address of the vehicle owner.

Fax

Enter the area code and fax number of the vehicle owner.

Format: (same as Work Phone)

Contact Preference

Select the contact method preferred by the vehicle owner from the following:

  • Work Phone, Home Phone, Alternate Phone, Fax, E-mail

Lien Holder

If applicable, enter the name of the party who holds the lien on the vehicle.
Leased Company If applicable, enter the name of the company leasing the vehicle.

1st Party/3rd Party

Select 1st/3rd Party as applies to the claim.

*Indicates a required field.

Inspection Information

Field Description

Inspector First Name *

Enter the first name of the vehicle inspector.

Inspector Last Name *

Enter the last name of the vehicle inspector.

Inspector Phone

Enter the area code and telephone number of the vehicle inspector.

Format: (same as Work Phone)

ext

If applicable, enter the extension.

Inspection Date

Enter the date the vehicle inspection took place, or click the Calendar and select the date.

Location Name

Enter the name of the facility where the vehicle inspection occurred.

Address Line 1

Enter the address of the facility where the vehicle inspection occurred.

Address Line 2

Use this field if more room is needed to enter the full street address of the vehicle inspection location.

City

Enter the city where the vehicle inspection occurred.

State/Province

Select the state or province where the vehicle inspection occurred.

Zip/Postal Code

Enter the ZIP or postal code of the facility where the vehicle inspection occurred.

Location Phone

Enter the area code and phone number of the inspection facility.

Format: (same as Work Phone)

*Indicates a required field.

Field

Description

VIN *

Enter the Vehicle Identification Number in the spaces provided.

License Plate *

Enter the vehicle license plate number.

Year *

Enter the year the vehicle was manufactured.

Make *

Enter the manufacturer of the vehicle.

Model *

Enter the model of the vehicle.

Sub-Model *

Enter the sub-model of the vehicle.

Body Style *

Enter the body style of the vehicle.

Mileage *

You must enter the current vehicle mileage or select the True Mileage Unknown option.

Note: If the mileage entered is outside the mileage threshold set in your company profile, you may see an anomalous mileage warning before proceeding with your valuation. If you see this warning, you can confirm or return to correct the mileage entered. Valuations submitted with anomalous conditions trigger audit task assignments.

True Mileage Unknown

Select this check box if you do not know the current vehicle mileage

Engine *

Enter the type of engine used in the vehicle.

Exterior Color *

Enter the color of the vehicle exterior.

ZIP/Postal Code *

Enter the ZIP or postal code where the vehicle is located.

Drive Train *

Select the drive train used in the vehicle.

Transmission *

Select the type of transmission used in the vehicle.

*Indicates a required field.

Field

Description

Save

Click to save the worksheet.

Delete

Click to delete the worksheet.

Save & Continue

Click to save the information entered and continue to Step 3.

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